Spartan Planning Group
Spartan Planning Group is a Fee Only wealth management and comprehensive financial planning firm. Our goal: Better Service Better Risk Management Better Retirement Income Strategy We Manage Money For Individuals & Families Charitable Foundations & Endowments Family Offices 401(k)s & Company Retirement Plans
7-day free trial · no credit card
Verified contacts
9
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
52
organic / mo
Sign up free to see all 9 verified contacts at Spartan Planning Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- IR
Ira Ross
Partner & Advisor · General Business & Management
EmailPhone - AM
Amy Morgan
Executive Assistant · General Business & Management
EmailPhone - EW
Eric Warren
Financial Advisor · Finance & Accounting
EmailPhone - RD
Rich Dexter
Financial Advisor · Finance & Accounting
EmailPhone - DC
David Childs
Chief Listener & CEO · Other
EmailPhone - MJ
Mark John Keen
Director of Operations · Operations
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Spartan Planning Group
6 distinct titles indexed · top 6 shown.
- 2director of operations
- 2financial advisor
- 1chief listener & ceo
- 1client services assistant
- 1executive assistant
- 1partner & advisor
Sign up to unlock all 9 contacts at Spartan Planning Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 9 verified contacts at Spartan Planning Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.